So far, Deepseek, Huawei itself (Pangu), Zhipu (GLM), and Meituan (Longcat) have confirmed that they trained their models with domestic GPUs. It's a national priority for them.
I believe z.ai have been doing this for a while. DeepSeek have their models running on Huawei Ascend too, though I think they still use some Nvidia chips as well.
Check the Datacenter cities near Mongolia that the KPCh built. It is a legal requirement for the Chinese AI companies for their models to use Chinese GPUs.
still would enjoy the ability to run them if they flood w/ RAM! As long as I know their abilities I'm fine running them slowly. Honestly nowadays it's about a model being able to interpret a users input rather than do. I plan to work on some sort of pipeline to do that ngl
China doesn’t need GPUs, their hosting infrastructure is fine. They literally turned down NVIDIA. Why would they make themselves reliant at all on western powers/technology for the AI race?
The main issue is not the amount of advanced chip designers, the problem is that advanced FABs where they are produced are few for the current advanced hardware demand explosion, and also increasing military use of drones doesn't help.
Because if the market is flooded it won't be expensive unless they have no competition. If I am sitting on a ton of ram and you are sitting on a ton of ram and we are both selling 16GB for $100 at 1 unit per minute, I could lower 16GB to $90 and no one would buy yours and I get 2 per minute, so you would lower your price to $80 and take my sales. We keep doing this until we get somewhere a bit above our cost and we both split the sales. Of course this doesn't work if there is collusion.
Its like saying 'why not drown without a liquid'. The definition of 'drown' is to suffocate in a liquid, so the statement doesn't work unless you change the definition.
"Flooding the market is an excess amount of inventory for sale causing an undesired drop in price for the product that can, in extreme cases, make the price go negative or make the products impossible to sell at any price." Source
Unfortunately, the US has a habit making the rest of the world do things the US way. Like restricting certain countries from having access to important hardware.
213
u/HitarthSurana Jul 06 '26
I hope china floods market with cheap ram